#nvidia

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#ai-infrastructure
from24/7 Wall St.
1 week ago
Tech industry

NVIDIA: 'The Party Is Going to End Soon' According to CNBC

AI demand growth is shifting from GPU capacity to power, infrastructure, and optics, while NVIDIA’s valuation and growth expectations drive debate on sustainability.
Tech industry
from24/7 Wall St.
2 weeks ago

The Big 4 Hyperscalers Are Spending $710 Billion on AI. Here's the Stock That Profits Most

Wall Street is now focusing on power consumption and AI infrastructure spending rather than just quarterly cloud growth.
Tech industry
from24/7 Wall St.
2 hours ago

Nvidia is So Cheap That It'll Be a Bargain Even if It Doubles

NVIDIA combines rapid revenue and earnings growth with a relatively low PEG, supporting continued buying despite a high forward earnings multiple.
Artificial intelligence
from24/7 Wall St.
1 day ago

Buy Nvidia Under $250 on Trump's China Visit and Warsh's Dovish AI Signals

Nvidia’s AI demand growth and potential easing of China export limits and rate pressure create an attractive entry near $250.
Business
from24/7 Wall St.
5 days ago

This Will Be Nvidia's Stock Price This Year

NVIDIA’s AI infrastructure momentum, Blackwell ramp, and accelerating earnings support a bullish outlook with targets above recent highs.
Tech industry
from24/7 Wall St.
1 week ago

NVIDIA: 'The Party Is Going to End Soon' According to CNBC

AI demand growth is shifting from GPU capacity to power, infrastructure, and optics, while NVIDIA’s valuation and growth expectations drive debate on sustainability.
Tech industry
from24/7 Wall St.
2 weeks ago

The Big 4 Hyperscalers Are Spending $710 Billion on AI. Here's the Stock That Profits Most

Wall Street is now focusing on power consumption and AI infrastructure spending rather than just quarterly cloud growth.
US Elections
fromwww.mediaite.com
1 day ago

Outright Lies': Congressman Brings Literal Receipts After Eric Trump Makes False Claim About Family's Investments

Eric Trump claimed family assets are in a blind trust using broad market indexes, but filings show thousands of individual stock trades including Nvidia purchases and sales.
Business
from24/7 Wall St.
1 day ago

Jim Cramer Says Buy Nvidia for Valuation, Not China Bet. Stock Trades Cheaper Than Intel and AMD.

NVIDIA is valued as a cheaper, growth-driven AI leader despite China-related uncertainty.
#ai-chips
European startups
fromTechRepublic
1 day ago

US Approves Nvidia H200 Sales to China, But Shipments Remain Stalled

US export licenses permit Nvidia to sell H200 AI chips to select Chinese firms, but shipments remain stalled due to security and export requirements.
World news
from24/7 Wall St.
2 days ago

Trump Bought Up to $5 Million of Nvidia Stock -- Then OK'd AI Export Deals That Sent Shares Soaring

Advanced AI chip export approvals to China coincided with major Nvidia stock holdings and large personal trading activity by the U.S. president.
European startups
fromEngadget
3 days ago

US reportedly allows 10 Chinese companies to buy NVIDIA's coveted H200 AI chips - Engadget

US Commerce Department approved 10 Chinese firms to buy NVIDIA H200 AI processors, but NVIDIA has not yet delivered any units.
Tech industry
fromThe Motley Fool
4 days ago

Amazon's AI Chips Are Driving Growth. Here's Why That Could Accelerate | The Motley Fool

Amazon’s in-house AI chips are improving price performance, reducing supply risk, and driving growth through strong booking and expected margin expansion.
European startups
fromTechRepublic
1 day ago

US Approves Nvidia H200 Sales to China, But Shipments Remain Stalled

US export licenses permit Nvidia to sell H200 AI chips to select Chinese firms, but shipments remain stalled due to security and export requirements.
World news
from24/7 Wall St.
2 days ago

Trump Bought Up to $5 Million of Nvidia Stock -- Then OK'd AI Export Deals That Sent Shares Soaring

Advanced AI chip export approvals to China coincided with major Nvidia stock holdings and large personal trading activity by the U.S. president.
European startups
fromEngadget
3 days ago

US reportedly allows 10 Chinese companies to buy NVIDIA's coveted H200 AI chips - Engadget

US Commerce Department approved 10 Chinese firms to buy NVIDIA H200 AI processors, but NVIDIA has not yet delivered any units.
Tech industry
fromThe Motley Fool
4 days ago

Amazon's AI Chips Are Driving Growth. Here's Why That Could Accelerate | The Motley Fool

Amazon’s in-house AI chips are improving price performance, reducing supply risk, and driving growth through strong booking and expected margin expansion.
from24/7 Wall St.
1 day ago

Nvidia Isn't Just Breaking Out - It's Entering a New Altitude Zone the Market Still Hasn't Modeled

Shares of Nvidia have broken out in a big-time way, with shares blasting off more than 4% on Thursday, thanks in part to promising developments arising from China. Indeed, the U.S. government is giving the green light for a number of tech firms, including the likes of Alibaba, among others, to import Nvidia's H200 chips.
Silicon Valley
Tech industry
from24/7 Wall St.
2 days ago

Forget the Trump Beijing Trade. This Stock Has 27 Consecutive Quarters Above 30% Revenue Growth and Nobody Is Talking About It

NVIDIA’s rally is driven by agentic AI expectations and China headline risk, while MercadoLibre offers steadier fundamentals with geographic insulation and fintech growth.
Tech industry
from24/7 Wall St.
2 days ago

Nvidia Will Be a $10 Trillion Company By This Date

NVIDIA’s CUDA moat, multi-year GPU commitments, and strong free-cash-flow-driven buybacks support long-term compounding toward a $10 trillion valuation.
Business
from24/7 Wall St.
2 days ago

NVIDIA is Up 20% in a Month. Could the May 20 Earnings Report Knock It Right Back Down?

NVIDIA shares are rallying into an upcoming May 20 earnings report, with strong positioning and insider buying offset by sell-the-news risk.
Tech industry
from24/7 Wall St.
2 days ago

Did Nvidia CEO Jensen Huang Just Unlock the $50 Billion China Market?

U.S. approval could allow Nvidia to sell H200 AI chips to 10 Chinese firms, potentially reopening access to a large Chinese AI market.
Artificial intelligence
from24/7 Wall St.
2 days ago

AI Investors Sitting on Big Gains Face a Choice: Let Winners Ride or Heed Michael Burry's Bubble Warning

Investors with large AI gains must choose between taking profits, holding, or adding risk, while evaluating whether AI growth justifies current semi stock valuations.
Silicon Valley
from24/7 Wall St.
2 days ago

Trump Brought 17 CEOs to China. Only Two Got Seats on Air Force One: Elon Musk and Jensen Huang

Two US tech CEOs with major exposure to US-China AI and manufacturing restrictions traveled with President Trump to Beijing, signaling potential policy leverage and market impact.
#us-china-relations
World politics
fromArs Technica
3 days ago

Desperate Trump taps "Tim Apple," Jensen Huang, Elon Musk to attend Xi summit

Trump’s Beijing talks with Xi may pressure a shift on semiconductor tariffs and Taiwan due to limited leverage and China’s increased bargaining power.
European startups
fromTruthout
3 days ago

Trump Arrives in China With Entourage of Tech CEOs

Trump will meet Xi Jinping in China to discuss trade and China’s support for Iran, accompanied by major tech CEOs seeking greater access for their companies.
Silicon Valley
fromwww.theguardian.com
4 days ago

Nvidia's Jensen Huang joins Trump as tech dominates China trip

Jensen Huang joins Trump’s China summit, reflecting US AI and tech ambitions and seeking expanded access to China’s market.
European startups
fromTNW | Government-Policy
5 days ago

Jensen Huang skips Trump's China business delegation

NVIDIA CEO Jensen Huang will not travel with Trump to Beijing, while Tim Cook and Elon Musk will, as the agenda emphasizes agriculture, manufacturing, and aviation.
World politics
fromArs Technica
3 days ago

Desperate Trump taps "Tim Apple," Jensen Huang, Elon Musk to attend Xi summit

Trump’s Beijing talks with Xi may pressure a shift on semiconductor tariffs and Taiwan due to limited leverage and China’s increased bargaining power.
European startups
fromTruthout
3 days ago

Trump Arrives in China With Entourage of Tech CEOs

Trump will meet Xi Jinping in China to discuss trade and China’s support for Iran, accompanied by major tech CEOs seeking greater access for their companies.
Silicon Valley
fromwww.theguardian.com
4 days ago

Nvidia's Jensen Huang joins Trump as tech dominates China trip

Jensen Huang joins Trump’s China summit, reflecting US AI and tech ambitions and seeking expanded access to China’s market.
European startups
fromTNW | Government-Policy
5 days ago

Jensen Huang skips Trump's China business delegation

NVIDIA CEO Jensen Huang will not travel with Trump to Beijing, while Tim Cook and Elon Musk will, as the agenda emphasizes agriculture, manufacturing, and aviation.
Berlin
fromZero Day Initiative
3 days ago

Zero Day Initiative - Pwn2Own Berlin 2026 - Day One Results

Twenty-two entries target AI databases, coding agents, local inferences, and NVIDIA products in Pwn2Own Berlin 2026 with live updates and results.
#semiconductors
from24/7 Wall St.
3 days ago
Business

Wall Street Is Worried About a 'Sizzling' Semiconductor Trade. History Says Cooling Periods Like This Set Up the Next Leg Higher

Tech industry
from24/7 Wall St.
1 week ago

While NVDA Dominates Headlines, Here's Where the Real AI Economics Are Hiding

NVIDIA's stock dominance contrasts with the cyclical nature of semiconductor revenue, highlighting the stronger economic position of software and cloud sectors.
Business
from24/7 Wall St.
3 days ago

Wall Street Is Worried About a 'Sizzling' Semiconductor Trade. History Says Cooling Periods Like This Set Up the Next Leg Higher

Semiconductor stocks have surged sharply, but cooling signals and sentiment drops raise risk of a stall in the broader US rally.
Tech industry
from24/7 Wall St.
1 week ago

AI Chip Packaging Constraints Create an Opening for Intel's EMIB Technology

Intel is leveraging its advanced packaging capabilities to compete in a semiconductor market constrained by capacity, particularly in AI infrastructure.
Tech industry
from24/7 Wall St.
1 week ago

Chip Stocks Soared 70%+ in April. Have They Gone Too Far?

Semiconductor stocks surged in April, driven by strong earnings and hyperscaler spending, but concerns about overextension and competition remain.
Tech industry
from24/7 Wall St.
1 week ago

While NVDA Dominates Headlines, Here's Where the Real AI Economics Are Hiding

NVIDIA's stock dominance contrasts with the cyclical nature of semiconductor revenue, highlighting the stronger economic position of software and cloud sectors.
Business
from24/7 Wall St.
2 weeks ago

Schwab Analyst: Chip Stocks Face 'Overhead Supply' Risk After 50% Rally Off March Lows

Investors should be cautious with semiconductor stocks after a significant rally and recent negative news affecting momentum.
Tech industry
from24/7 Wall St.
2 weeks ago

Wall Street Analyst Warns Hyperscaler Custom Chips Pose 'Significant Risk' to NVIDIA's Dominance

NVIDIA faces significant risks from hyperscalers developing their own chips, potentially disrupting its market dominance.
#artificial-intelligence
Business
from24/7 Wall St.
3 days ago

Nvidia Hits $5.5 Trillion -- It's Now Worth More Than the GDP of Every Country but the U.S. and China

Nvidia’s market value surged to $5.5 trillion by becoming core infrastructure for generative AI workloads across industries and finance.
Business
from24/7 Wall St.
3 days ago

Nvidia Hits $5.5 Trillion -- It's Now Worth More Than the GDP of Every Country but the U.S. and China

Nvidia’s market value surged to $5.5 trillion by becoming core infrastructure for generative AI workloads across industries and finance.
Artificial intelligence
from24/7 Wall St.
4 days ago

Nvidia Will Soon Make More than Apple and Microsoft Combined

Nvidia’s AI GPU dominance drives massive projected free cash flow, yet its stock has largely moved sideways, creating a valuation disconnect versus peers.
Healthcare
from24/7 Wall St.
4 days ago

This 1 Insane Nvidia Stat Explains Why Wall Street Can't Stop Buying the Stock

Nvidia’s market value has surpassed the entire S&P 500 healthcare sector, driven by AI infrastructure demand for GPUs and related systems.
Business intelligence
from24/7 Wall St.
3 days ago

BofA Hikes NVIDIA Price Target to $320 on Massive $1.7 Trillion AI Data Center Forecast

Bank of America raised NVIDIA’s price target to $320, citing a higher 2030 AI data center TAM and accelerating AI sales through 2026.
Silicon Valley
fromwww.mediaite.com
4 days ago

Trump Trashes CNBC for FAKE' Nvidia Snub Scoop But Network Says President's Scrambled China Trip Invite Came Only After Initial Story Ran

Jensen Huang is traveling with President Trump to China, contradicting a CNBC report that he was excluded, and Trump called the report fake news.
#ai-semiconductors
Tech industry
from24/7 Wall St.
4 days ago

Wells Fargo Hikes NVIDIA Price Target to $315 Ahead of Earnings: Is the AI King Still Cheap at 20x P/E?

NVIDIA receives a Wells Fargo price-target increase to $315 and an Overweight rating, citing durable 2027 earnings and valuation below 20x P/E.
Business
from24/7 Wall St.
1 week ago

AMD vs. NVDA: Which AI Chip Giant Belongs in Your 10-Year Portfolio?

AMD shows accelerating AI revenue growth, improving cash flow, and stronger momentum, while NVIDIA trades at much higher valuation multiples.
Tech industry
from24/7 Wall St.
4 days ago

Wells Fargo Hikes NVIDIA Price Target to $315 Ahead of Earnings: Is the AI King Still Cheap at 20x P/E?

NVIDIA receives a Wells Fargo price-target increase to $315 and an Overweight rating, citing durable 2027 earnings and valuation below 20x P/E.
Business
from24/7 Wall St.
1 week ago

AMD vs. NVDA: Which AI Chip Giant Belongs in Your 10-Year Portfolio?

AMD shows accelerating AI revenue growth, improving cash flow, and stronger momentum, while NVIDIA trades at much higher valuation multiples.
Business
from24/7 Wall St.
6 days ago

IREN Drops 9% After Friday Rip: NVIDIA AI Cloud Excitement Cools as Profit-Taking Hits

IREN shares fell after a surge tied to a major NVIDIA AI cloud partnership, with profit-taking and weaker recent financial results driving consolidation.
#alphabet
Tech industry
fromFortune
6 days ago

AI wins have Alphabet poised to become world's biggest company | Fortune

Alphabet has dominant positions across the AI ecosystem and is closing the gap with Nvidia in market value.
Tech industry
fromTNW | Google
2 weeks ago

Alphabet closes in on Nvidia as world's most valuable company after Q1 earnings beat across cloud, search, and AI

Alphabet's market capitalization surpassed $4.6 trillion after strong Q1 2026 earnings, with Google Cloud revenue growing 63% and search queries at an all-time high.
Tech industry
fromFinbold
2 weeks ago

Google just under $200 billion from overtaking Nvidia as world's largest company

Alphabet is narrowing the valuation gap with Nvidia, driven by strong earnings and AI integration.
Tech industry
from24/7 Wall St.
2 weeks ago

Did Nvidia Just Deliver a Breakout Fake-Out? Why DipBuyers Should Welcome a Dip

Nvidia shares have dipped significantly, raising concerns about its position as the world's largest company amid Alphabet's rapid growth.
Tech industry
fromFortune
6 days ago

AI wins have Alphabet poised to become world's biggest company | Fortune

Alphabet has dominant positions across the AI ecosystem and is closing the gap with Nvidia in market value.
Tech industry
fromTNW | Google
2 weeks ago

Alphabet closes in on Nvidia as world's most valuable company after Q1 earnings beat across cloud, search, and AI

Alphabet's market capitalization surpassed $4.6 trillion after strong Q1 2026 earnings, with Google Cloud revenue growing 63% and search queries at an all-time high.
Tech industry
fromFinbold
2 weeks ago

Google just under $200 billion from overtaking Nvidia as world's largest company

Alphabet is narrowing the valuation gap with Nvidia, driven by strong earnings and AI integration.
Tech industry
from24/7 Wall St.
2 weeks ago

Did Nvidia Just Deliver a Breakout Fake-Out? Why DipBuyers Should Welcome a Dip

Nvidia shares have dipped significantly, raising concerns about its position as the world's largest company amid Alphabet's rapid growth.
Venture
fromTechCrunch
1 week ago

Nvidia has already committed $40B to equity AI deals this year | TechCrunch

Nvidia invested over $40 billion in AI equity deals in early 2026, including $30 billion in OpenAI and multi-billion investments in Corning and IREN.
Silicon Valley
fromSFGATE
1 week ago

Nvidia CEO Jensen Huang doubles down on living in California, again

Nvidia CEO Jensen Huang said he would pay California’s proposed billionaire tax and emphasized giving back while expressing support for California.
#jensen-huang
Silicon Valley
from24/7 Wall St.
1 week ago

What Happens to Nvidia If Jensen Huang Steps Down?

Nvidia’s leadership is highly concentrated in Jensen Huang, with no public successor plan, while valuation already reflects continued dominance in AI accelerated computing.
Silicon Valley
from24/7 Wall St.
1 week ago

How Nvidia's Jensen Huang Used The Innovator's Dilemma to Dominate

Jensen Huang uses Christensen's Innovator's Dilemma as a strategy to prevent disruption and ensure NVIDIA's longevity.
Silicon Valley
fromFast Company
2 weeks ago

Nvidia CEO Jensen Huang says the "most noble" career is this

Jensen Huang received the IEEE Medal of Honor for his leadership in GPU development and advancing AI, transforming Nvidia into a $5 trillion company.
Silicon Valley
fromFortune
2 weeks ago

Nvidia CEO Jensen Huang says this career path will thrive in the AI era-and drive a new Industrial Revolution | Fortune

Jensen Huang has transformed Nvidia into a leading force in AI and robotics, shaping the future of work and creating new job opportunities.
Silicon Valley
from24/7 Wall St.
1 week ago

What Happens to Nvidia If Jensen Huang Steps Down?

Nvidia’s leadership is highly concentrated in Jensen Huang, with no public successor plan, while valuation already reflects continued dominance in AI accelerated computing.
Silicon Valley
from24/7 Wall St.
1 week ago

How Nvidia's Jensen Huang Used The Innovator's Dilemma to Dominate

Jensen Huang uses Christensen's Innovator's Dilemma as a strategy to prevent disruption and ensure NVIDIA's longevity.
Silicon Valley
fromFast Company
2 weeks ago

Nvidia CEO Jensen Huang says the "most noble" career is this

Jensen Huang received the IEEE Medal of Honor for his leadership in GPU development and advancing AI, transforming Nvidia into a $5 trillion company.
Silicon Valley
fromFortune
2 weeks ago

Nvidia CEO Jensen Huang says this career path will thrive in the AI era-and drive a new Industrial Revolution | Fortune

Jensen Huang has transformed Nvidia into a leading force in AI and robotics, shaping the future of work and creating new job opportunities.
Tech industry
fromTNW | Nvidia
1 week ago

NVIDIA takes $2.1bn warrant in IREN as part of 5GW AI data-centre deal

NVIDIA will fund IREN’s 5GW data-center pipeline via a five-year warrant, aligning GPU infrastructure supply with neocloud-driven AI demand.
Business
from24/7 Wall St.
1 week ago

Can Nvidia Hit $300 by 2027? Here's Why the Answer Is Yes

NVIDIA stock has upside potential toward $300 driven by Blackwell Ultra, Vera Rubin, and agentic AI growth, supported by strong earnings and guidance.
Business
from24/7 Wall St.
1 week ago

Nvidia CEO Jensen Huang Warns of 'Horrible Outcome' if China's Huawei Gains AI Advantage

NVIDIA's dominance in S&P 500 index funds creates significant concentration risk for retirement portfolios, with Chinese competition from Huawei potentially threatening both the company and widespread investor holdings.
fromFast Company
1 week ago

The American tech manufacturing success story hiding in plain sight

Nvidia now has a pre-funded warrant to purchase 3 million shares in Corning and the option to purchase 15 million more, as part of the agreement to build fiber-optic cables for AI data centers.
Artificial intelligence
#corning
Tech industry
from24/7 Wall St.
1 week ago

NVIDIA Climbs 5% on $500M Corning Deal: Optical Connectivity Becomes the New AI Bottleneck

NVIDIA's $500 million deal with Corning enhances optical connectivity for AI data centers, boosting both companies' growth prospects and job creation in the U.S.
fromTNW | Nvidia
1 week ago
Tech industry

Nvidia-Corning deal: $500M of warrants, three new US plants, and 3,000 jobs

NVIDIA invests $500 million in Corning to expand US optical-connectivity production and create over 3,000 jobs.
Tech industry
from24/7 Wall St.
1 week ago

NVIDIA Climbs 5% on $500M Corning Deal: Optical Connectivity Becomes the New AI Bottleneck

NVIDIA's $500 million deal with Corning enhances optical connectivity for AI data centers, boosting both companies' growth prospects and job creation in the U.S.
Tech industry
fromTNW | Nvidia
1 week ago

Nvidia-Corning deal: $500M of warrants, three new US plants, and 3,000 jobs

NVIDIA invests $500 million in Corning to expand US optical-connectivity production and create over 3,000 jobs.
#amd
Business
from24/7 Wall St.
1 week ago

Nvidia Is a Buy, AMD Is a Hold and Palantir Is a Sell. Here Is the Math Behind Each Call

NVIDIA is the most attractive AI investment based on valuation, while AMD is priced for perfection and Palantir faces valuation challenges.
Tech industry
from24/7 Wall St.
2 weeks ago

Got 1,000 To Invest? Nvidia vs AMD- Only One Deserves Your Money

NVIDIA and AMD reported strong Q4 earnings, but their business models and market strategies differ significantly.
Business
from24/7 Wall St.
3 weeks ago

Nvidia Trades at Half AMD's Multiple -- but Here's the Real Story the Market Is Missing

Nvidia's stock may be undervalued compared to AMD when considering growth rates and PEG ratios.
Business
from24/7 Wall St.
1 week ago

Nvidia Is a Buy, AMD Is a Hold and Palantir Is a Sell. Here Is the Math Behind Each Call

NVIDIA is the most attractive AI investment based on valuation, while AMD is priced for perfection and Palantir faces valuation challenges.
Tech industry
from24/7 Wall St.
2 weeks ago

Got 1,000 To Invest? Nvidia vs AMD- Only One Deserves Your Money

NVIDIA and AMD reported strong Q4 earnings, but their business models and market strategies differ significantly.
Business
from24/7 Wall St.
3 weeks ago

Nvidia Trades at Half AMD's Multiple -- but Here's the Real Story the Market Is Missing

Nvidia's stock may be undervalued compared to AMD when considering growth rates and PEG ratios.
Tech industry
from24/7 Wall St.
1 week ago

NVIDIA Now Trades at a Multiple You'd Expect on an Unloved Industrial Stock - Not the World's Most Powerful AI Company

NVIDIA's stock at $196.50 reflects a pivotal moment amid AI demand and compute shortages, with significant revenue growth and market challenges ahead.
Artificial intelligence
fromFortune
1 week ago

Jensen Huang on why 'agentic' will rewire a $50 trillion economy: 'operated by robots, managed by more robots, and the entire factory is a robot' | Fortune

Nvidia's Jensen Huang emphasizes the transformative partnership with ServiceNow, signaling a major shift in the software industry towards service-oriented solutions.
#ai
from24/7 Wall St.
1 week ago
Business

Nvidia's 24.5x P/E Multiple Looks Like a Market Mistake - and the Value Argument Is Only Getting Louder the Longer Shares Drift Sideways

fromTechCrunch
2 weeks ago
Venture

Legal AI startup Legora hits $5.6 valuation and its battle with Harvey just got hotter | TechCrunch

Tech industry
from24/7 Wall St.
2 weeks ago

NVIDIA Falls 4% on Rotation Concerns: How Strong Profitability Could Save the Bull Case

NVIDIA shares are down 4% amid rotation chatter despite a strong year-to-date performance and impressive fundamentals.
Artificial intelligence
fromTechzine Global
2 weeks ago

Nvidia combines speech, vision, and text in new AI model

Nvidia introduces Nemotron 3 Nano Omni, a compact multimodal AI model that processes text, audio, and visual information simultaneously for autonomous tasks.
DevOps
fromDeveloper Tech News
2 weeks ago

NVIDIA Nemotron 3 Nano Omni: Unifying multimodal AI inference

NVIDIA Nemotron 3 Nano Omni simplifies multimodal AI deployment by integrating vision, audio, and text processing into a single model.
Business
from24/7 Wall St.
1 week ago

Nvidia's 24.5x P/E Multiple Looks Like a Market Mistake - and the Value Argument Is Only Getting Louder the Longer Shares Drift Sideways

Nvidia's stock is undervalued despite competition, with a forward P/E of 24.5, suggesting potential for growth and investment opportunities in AI.
Venture
fromTechCrunch
2 weeks ago

Legal AI startup Legora hits $5.6 valuation and its battle with Harvey just got hotter | TechCrunch

Nvidia's NVentures invests in Legora, marking its first legal AI investment to enhance legal work efficiency.
Venture
from24/7 Wall St.
2 weeks ago

Nvidia is Back in the $5 Trillion Club. It Might Not Take Long Before $9 Trillion

Nvidia's long-term growth potential in AI and chip technology remains strong despite short-term market fluctuations.
Tech industry
from24/7 Wall St.
2 weeks ago

NVIDIA Falls 4% on Rotation Concerns: How Strong Profitability Could Save the Bull Case

NVIDIA shares are down 4% amid rotation chatter despite a strong year-to-date performance and impressive fundamentals.
Artificial intelligence
fromTechzine Global
2 weeks ago

Nvidia combines speech, vision, and text in new AI model

Nvidia introduces Nemotron 3 Nano Omni, a compact multimodal AI model that processes text, audio, and visual information simultaneously for autonomous tasks.
DevOps
fromDeveloper Tech News
2 weeks ago

NVIDIA Nemotron 3 Nano Omni: Unifying multimodal AI inference

NVIDIA Nemotron 3 Nano Omni simplifies multimodal AI deployment by integrating vision, audio, and text processing into a single model.
Tech industry
from24/7 Wall St.
1 week ago

Google Moves to Sell TPUs Directly: A Major Shift That Might Pressure NVIDIA's AI Compute Dominance

Alphabet is more suitable for retirement portfolios than NVIDIA due to better valuation, yield, and growth durability.
Business
from24/7 Wall St.
1 week ago

Up 160% in One Month, This AI ETF Can Still 5X

SOXL surged over 160% in thirty days due to strong AI semiconductor demand and earnings recovery.
Tech industry
from24/7 Wall St.
1 week ago

Bernstein Analyst: AI Agents Drive Chip Demand 'Off the Charts,' Supply Can't Keep Up

The focus should be on scaling chip production to meet AI demand, rather than market share competition.
Business
from24/7 Wall St.
1 week ago

50% of Nvidia Employees Are Now Worth Over $25 Million: How Nvidia Created Thousands of Millionaires

NVIDIA's employee equity program has significantly increased employee wealth, with 50% of employees now worth over $25 million.
Business
from24/7 Wall St.
1 week ago

Does Lumentum's 1,444% Surge Come to an End Tomorrow?

Lumentum's stock has surged due to strong demand for optical components in AI infrastructure, with significant revenue growth and a robust order backlog.
fromKotaku
1 week ago

Resident Evil Requiem Producer Glad Fans Didn't Like Grace's AI Redesign

"The fact a lot of players commented they really liked the original design of Grace and didn't want to see it changed was a positive. It meant we got the design right and it points to the fact that Grace quickly established herself as a fan favorite, that people had such strong opinions on her design."
Video games
#michael-burry
Venture
from24/7 Wall St.
1 week ago

Burry Isn't Alone in Loading Up on PayPal - Here's Why It's Time to Follow the Smart Money

Dr. Michael Burry is bearish on AI stocks Nvidia and Palantir while finding value in PayPal's potential turnaround.
Business
from24/7 Wall St.
2 weeks ago

Michael Burry Thinks Tech Stocks are Pricier Than They Seem. Is the Value Case Just an Illusion?

Michael Burry's bearish bets against Nvidia appear ill-timed as the stock reaches new highs amid an AI revolution.
Venture
from24/7 Wall St.
1 week ago

Burry Isn't Alone in Loading Up on PayPal - Here's Why It's Time to Follow the Smart Money

Dr. Michael Burry is bearish on AI stocks Nvidia and Palantir while finding value in PayPal's potential turnaround.
Business
from24/7 Wall St.
2 weeks ago

Michael Burry Thinks Tech Stocks are Pricier Than They Seem. Is the Value Case Just an Illusion?

Michael Burry's bearish bets against Nvidia appear ill-timed as the stock reaches new highs amid an AI revolution.
from24/7 Wall St.
1 week ago

Nvidia's Stock Plunged 90% Twice Before Becoming Most Valuable Company

If you look at the first 15 years, even as a publicly traded company, it looks like an electrocardiogram of somebody having a heart attack. The stock went down 90% twice.
Venture
Tech industry
from24/7 Wall St.
1 week ago

Skip the SoundHound Hype - These Three Titans Own the AI Infrastructure Layer That Actually Matters

SoundHound AI's recent stock surge is driven by speculative trading, but lacks profitability and long-term stability compared to established AI infrastructure companies.
Artificial intelligence
fromTheregister
2 weeks ago

Inference is giving AI chip startups a 2nd chance to shine

AI adoption is shifting focus from model training to inference, creating opportunities for chip startups to innovate in diverse workloads.
#quantum-computing
Tech industry
from24/7 Wall St.
2 weeks ago

NVIDIA's New QuantumAI Models Are Impressive - and the Market Doesn't Seem Ready to Price the StepChange

Nvidia is investing in quantum computing despite current market uncertainties, positioning itself for future growth beyond traditional technologies.
Software development
fromInfoQ
2 weeks ago

NVIDIA Launches Ising Open Models for Quantum Computing

NVIDIA Ising models automate quantum processor calibration and error correction using machine learning, enhancing scalability and reliability of quantum systems.
Tech industry
from24/7 Wall St.
2 weeks ago

NVIDIA's New QuantumAI Models Are Impressive - and the Market Doesn't Seem Ready to Price the StepChange

Nvidia is investing in quantum computing despite current market uncertainties, positioning itself for future growth beyond traditional technologies.
Software development
fromInfoQ
2 weeks ago

NVIDIA Launches Ising Open Models for Quantum Computing

NVIDIA Ising models automate quantum processor calibration and error correction using machine learning, enhancing scalability and reliability of quantum systems.
Artificial intelligence
fromTechCrunch
2 weeks ago

Pentagon inks deals with Nvidia, Microsoft and AWS to deploy AI on classified networks | TechCrunch

The U.S. Defense Department has signed AI agreements with major tech companies to enhance military capabilities and decision-making.
#stock-market
Business
from24/7 Wall St.
2 weeks ago

NVIDIA Trades 23% Below Analyst Price Targets Despite Rallying 20% This Month

NVIDIA's stock trades at $208.27, with analysts predicting a target of $268.61, indicating potential growth despite valuation concerns and competition.
Business
from24/7 Wall St.
2 weeks ago

NVIDIA Slips After Hitting Record Highs: Is the Parabolic Move Cooling Off?

NVIDIA shares are experiencing a pullback after a record high, raising questions about future performance amid strong earnings expectations.
#crowdstrike
Business
from24/7 Wall St.
2 weeks ago

Everyone's Talking About NVIDIA's Moving Averages. Smart Money Is Watching CrowdStrike Instead

NVIDIA's stock is overvalued while CrowdStrike presents a compelling investment opportunity due to its critical role in AI security.
Business
from24/7 Wall St.
2 weeks ago

Everyone's Talking About NVIDIA. Smart Money Is Watching CrowdStrike Instead

NVIDIA's stock is overvalued while CrowdStrike presents a compelling investment opportunity due to its critical role in AI security.
fromTNW | Nvidia
2 weeks ago

Nvidia B300 servers sell for $1 million in China, nearly double the US price

Prices for NVIDIA's B300 AI servers in China have surged from roughly 4 million yuan late last year to 7 million yuan today, driven by the Supermicro co-founder's arrest and tighter enforcement.
Intellectual property law
Tech industry
fromwww.businessinsider.com
2 weeks ago

Amazon the chip company? Tech giant says it may sell AI chips as a product, not just a cloud service

Amazon plans to sell Trainium AI chips to external customers within two years, increasing competition with Nvidia.
Video games
fromArs Technica
2 weeks ago

Nvidia fixes the 8GB RAM problem with one of its GPUs-if you can pay for it

A GPU with 8GB of video memory is limiting, prompting Nvidia to upgrade the RTX 5070's RAM from 8GB to 12GB.
fromTNW | Next-Featured
2 weeks ago

Nvidia releases Nemotron 3 Nano Omni: open multimodal model with 30B params, 3B active, for edge AI agents

Nemotron 3 Nano Omni is designed to power autonomous AI agents on edge devices, utilizing a mixture-of-experts design that activates only three billion parameters per forward pass, allowing it to run efficiently on a single GPU.
Artificial intelligence
Tech industry
from24/7 Wall St.
2 weeks ago

Is the AI CapEx Trade Cracking? 5 Stocks Most Exposed If OpenAI's Slowdown Is Real

OpenAI's missed internal goals have raised concerns about AI infrastructure investments and semiconductor market stability.
Gadgets
fromEngadget
2 weeks ago

NVIDIA starts offering a 12GB version of the 5070 for laptops

NVIDIA is launching a 12GB variant of the 5070 GPU for laptops to meet strong demand and memory supply constraints.
Business
from24/7 Wall St.
2 weeks ago

3 Reasons NVIDIA's Rally Has Room to Run Even at All-Time Highs

NVIDIA's strong earnings and forward guidance indicate sustained growth despite recent stock fluctuations.
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